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MFA

McClarren Financial Advisors Portfolio holdings

AUM $169M
1-Year Est. Return 16.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$795K
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$5.69M
2
+$4.37M
3
+$3M
4
AAPL icon
Apple
AAPL
+$2.93M
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$2.91M

Top Sells

1
+$12.9M
2
+$5.1M
3
+$5.09M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$3.3M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$2.34M

Sector Composition

1 Industrials 2.18%
2 Consumer Staples 0.83%
3 Communication Services 0.55%
4 Consumer Discretionary 0.29%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
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